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News & Press

Congratulations to Connor Showalter
Congratulations to Connor Showalter, Research Analyst Associate, for being named Treasurer of the Rhinelander Area Chamber of Commerce and for serving on the executive committee for the Chamber as of January 1, 2018. The Rhinelander Area Chamber of Commerce is organized to advance the general welfare and prosperity of the greater Rhinelander area so that its citizens in all areas of its business community shall prosper. All necessary means of promotion shall be provided and particular attention and emphasis shall be given to the economic, civic, commercial, cultural, industrial and educational interests of the area. We are proud of Connor for serving and supporting the greater Rhinelander community.

Expertise - Best Financial Advisors in Milwaukee 2018
Heck Capital has been recognized as a top Financial Advisor in Milwaukee for 2018 by Expertise.com. We are proud to be recognized for the second year in a row for our service to the Milwaukee community.

Congratulations to Stevie L. Radzinski
Stevie joined the board for the Northern Wisconsin School/Academy for the Diverse Learner as the board secretary. The mission of the school is to foster a self-reliant, personalized learning environment for all students, specializing in educating students with autism spectrum disorder. As secretary, Stevie will be responsible for being present at board meetings and ensuring meetings are effectively organized with agendas and minuted. In addition, Stevie will maintain records, legal requirements, and administration functions of the board. We are proud of Stevie for serving and supporting the Northern Wisconsin School/Academy for the Diverse Learners, along with the greater Northwoods community!

Congratulations to Otona R. Lavender
We are pleased to announce the promotion of Otona to Senior Associate. Otona’s role within Client Service is to work closely with our advisors to facilitate client requests, and strengthen client relationships. We appreciate Otona’s talents and knowledge to enhance our client experiences. Congratulations Otona!

Gillian Lazzarini passes Series 65 Uniform Investment Law Examination
Congratulations to Gillian Lazzarini, Client Service / Marketing Associate, for passing the Series 65 Uniform Investment Law Examination in December, 2017!

Brad O'Loughlin passes the Wisconsin Insurance License Exam
Congratulations to Brad O’Loughlin, Financial Planning/Client Relationships Associate, for becoming a state of Wisconsin Insurance License holder. The Wisconsin Insurance License holder process entails completion of a Wisconsin pre-licensing insurance course, passing the Wisconsin Insurance License Exam, and completion of an insurance license application. By obtaining this license, Brad will be able to assist our clients with their insurance needs. Heck Capital is an independent, fee-only SEC Registered Investment Advisory firm. The Firm offers investment advisory services, including non-discretionary consulting, financial planning and retirement plan advisory services. We do not sell annuities or insurance or engage in any other business.

New for 2018 - Heck Capital will be launching our new legacy services
Heck Capital is excited to announce new services to help invest, grow, and protect for your family and/or corporation’s legacy in 2018. We value our client relationships. We also are approachable, accessible, and accountable. With CapitalCENTRAL® 24/7, new portfolio management styles, new office locations, and team members; we are ALWAYS thinking of ways to enhance our services at competitive costs. Stay tuned for more information!

October is Breast Cancer Awareness Month
Shannon Conley leads Heck Capital’s support of cancer awareness campaigns. Shannon is a cancer survivor and dedicated to supporting fund raisers and cancer awareness programs. Heck Capital and employees show support by joining community events and donating to the cause.

Congratulations to Benjamin C. Opsal
We are pleased to announce the promotion of Ben Opsal to Senior Associate. Ben works in Portfolio Management and Analytics and has passed the Investment Advisor Examination and all three levels of the CFA program and helps in communications of market viewpoints. We appreciate Ben’s talents and knowledge to enhance our client experiences. Congratulations Ben!

Mike Bogard joins SecureFutures Investment Conference Committee
SecureFutures (formerly known as "Make A Difference – Wisconsin") mission is to provide financial literacy programs and resources that empower students to make sound financial decisions. Mike was invited to join the SecureFutures Conference Committee which is comprised of a select group of local investment leaders and business owners tasked with planning SecureFutures signature fund raising event, the Investment Conference. Recognized as the Midwest’s premier event for cutting-edge investment thinking, the Investment Conference brings together financial leaders from the region for networking and advice from some of the nation’s top money thinkers. We are proud to serve and support the SecureFutures program and the greater Milwaukee community.

Otona Lavender leads Heck Capital's participation in the Alzheimer's Association
The Walk to End Alzheimer’s takes place every September. Otona Lavender captained Heck Capital's team in Rhinelander, WI and helped increase knowledge and raise funds for research. Thank you to everyone who participated and contributed to the cause.

Heck Capital featured in Milwaukee Magazine
Heck Capital was featured in the August 2017 Edition of Milwaukee Magazine's - Faces of Milwaukee 2017 as "The Face of Investment Advisory". We are proud to be a Milwaukee Financial Advisor and to provide the Milwaukee community with investment management and financial guidance services and resources. Please see Methodology below.Read full article

Heck Capital ranked as a Best Financial Advisor in Milwaukee by Expertise.com
Heck Capital was ranked as one of the Top 14 Financial Advisory Firms in Milwaukee for 2017 by Expertise.com. Please see Methodology below.

David Heck receives Honorable Mention from Invest in Others Charitable Foundation
Heck Capital proudly recognizes David Heck for his Charitable Work with Rhinelander's Hodag Schools Foundation. David received an Honorable Mention award from Invest in Others Charitable Foundation for philanthropic excellence, giving back to non-profit organizations to make a difference in the community.Read full article

Heck Capital ranked as a Top 100 Registered Investment Advisory Firm for 2017
Heck Capital was ranked as one of the Top 100 RIA Firms for 2017 by Financial Advisors Magazine. Please see Methodology below.

Heck Capital was recently surveyed in Barron's
The 2017 Big Money Poll represented some of the nation’s largest investment and pension firms and Heck Capital was selected to take part in this year’s survey. Barron’s has been conducting the Big Money poll for more than 20 years to learn what the professional investors expect for the financial markets and the economy. We are pleased to be part of this survey.

Make a Difference - Wisconsin
Heck Capital Advisors was a program sponsor for the 9th annual Make a Difference - Wisconsin investment conference held in Milwaukee in April. The Make a Difference - Wisconsin mission is to provide financial literacy programs and resources that empower students to make sound financial decisions. Heck Capital is excited to be involved with Make a Difference-Wisconsin as they strive to educate communities, encouraging teens to increase their personal financial knowledge and skills. Heck Capital believes this is an influential foundation that will benefit children for a lifetime.

International Strategic Index: Heck Capital is pleased to provide a new strategy specializing in international equity indexes, as a complement to our existing indexing programs. This strategy will enable clients to dial in on the international allocation of their portfolio to meet their specific investment goals and objectives. For more information on the International Strategic Index, please contact us.

Diversified Core Plus Bond Porfolio: Heck Capital is pleased to provide a new fixed income strategy to enhance our existing fixed income portfolio lineup. This strategy will maintain a total return approach for clients who want to increase the risk/return profile of their fixed income holdings. For more information on the Diversified Core Plus Bond, please contact us.

Ken Heck Heads to Hodag Hall of Fame
Ken Heck has joined the champions as a member of the Rhinelander Athletic Booster Club's Hodag Hall of Fame.Read full article

Heck Capital in Minneapolis
In an effort to further expand our reach, we have opened an office in the Minneapolis/St. Paul area. This executive suite has been strategically opened in an area where we have seen tremendous growth and future potential. The purpose of this office is to provide a meeting space for our advisors to meet with clients face-to-face in the greater Minneapolis area. Please note meetings at this location will be by appointment only. As we continue to serve clients in over 30 states, we are proud and excited to expand our physical presence beyond Wisconsin. Please feel welcome to schedule an appointment at any of our three offices, whichever fits your convenience.

Thank You from Heck Capital Advisors!
We are proud and honored to share with you that May 18th signifies the 10 year anniversary of Heck Capital Advisors, LLC! This past decade marks the most recent chapter in a legacy of providing financial guidance and investment advisory services to our clients, dating back to 1958. On May 18, 2007, Heck Capital Advisors, LLC was established to offer our clients full independence from any broker-dealer, bank, brokerage firm, or mutual fund company. Being fully independent has allowed us to remain focused on providing a first-class client experience and delivering personalized investment strategies and prudent financial guidance with integrity and objectivity. The relationships we have built are truly gratifying, and we celebrate the opportunity to have worked with all of you. We value our client relationships and appreciate the trust and commitment you have placed in Heck Capital.

As we celebrate 10 years in business, we also renew our commitment to our clients to build our relationships and continue to strive to exceed expectations!A note from Bob Heck

National Autism Awareness Month - APRIL
Join Heck Capital as we embrace autism awareness in the month of April for the third year in a row. To show our support we are taking part in the "Light It Up Blue" effort, donating to the cause, and sporting specially made puzzle piece pins decorated by a local 4K class. Thank you to everyone who donated to the cause. For more information on autism and to donate to the cause please visit autismspeaks.org.Read full article

New Site. New Style. Same Great Service!
We are excited to announce that our brand new website is LIVE! You can expect a more interactive. modern, and user-friendly experience. Additional tools and resources to complement our comprehensive financial guidance and planning are available as well as a simpler and clearer description of our values, services, and capabilities for clients.

Congratulations to Nils Dillon
We are pleased to announce the promotion of Nils Dillon to Associate Director in the Analytics Department. Nils joined the company seven years ago and has worked extensively in Portfolio Management, Consulting, and Analytics. We appreciate Nils' substantial talents and work ethic to enhance client experiences. Congratulations Nils!

Heck Capital was featured in the Milwaukee Business Journal
Heck Capital Advisors has been busy expanding our footprint and client service capabilities in the greater Milwaukee area. In March 2017, the Milwaukee Business Journal featured Heck Capital in a Q&A style article responding to industry and technology focused questions.Read full article

Ken Heck featured in The Suit Magazine article "Taking Money off "The Street"
Heck Capital proudly recognizes Ken Heck as he was featured in the January 2017 issue of The Suit Magazine discussing Wisconsin wealth managers build true relationships with clients.Read full article

Connor Showalter passes Level I of the Chartered Financial Analyst program
Congratulations to Connor Showalter, Research Analyst, for passing the first level of the Chartered Financial Analyst (CFA) Designation program in January 2017! The CFA program is a globally recognized, graduate level curriculum that provides candidates with a strong foundation of portfolio management skills and practical knowledge in today's investment industry, emphasizing the highest ethical and professional standards. Connor previously passed the Series 65 Law Examination back in March of 2016.

New for 2017: Strategic Growth & Income - Strategic Core - Strategic Income & Growth
Heck Capital is pleased to provide new ways to utilize our Multifactor Equity ETF and Strategic Fixed Income investment styles. These three new additions to our indexing strategies will provide a 70/30, 50/50, and 30/70 allocation to stocks and bonds respectively. This will enable clients to achieve and maintain their optimal asset allocation without the hassle of opening extra accounts and rebalancing between accounts.

Heck Capital ranked as a Top 100 Registered Investment Advisor of 2016
Heck Capital ranked as one of the Top 100 RIA firms by WealthManagement.com. Please see Methodology below.

Mike Bogard passes Series 65 Uniform Investment Law Examination
Congratulations to Mike Bogard, Business Development / Client Service Associate, for passing the Series 65 Uniform Investment Law Examination in October 2016. Also, Mike is currently a Level III candidate of the CFA program. Congratulations Mike!

Rhinelander's Heck Capital eyes growth from new Milwaukee office
Heck Capital Advisors has officially opened its first Milwaukee office. The investment advisory firm has opened at the new 833 East office tower in downtown Milwaukee. The new location will allow the company to expand its services to the southeastern part of the state, as well as the Chicago area.Read full article

Heck Capital's CapitalCENTRAL® 24/7 platform is live
Heck Capital Advisors is delighted to announce that our new client platform is ready for use! In an expansion to our already existing role as your financial quarterback, CapitalCENTRAL® 24/7 is a simplified, holistic view of your financial picture. It provides an easy to use dashboard that consolidates all your financial information, accessible online or through a mobile experience, anytime, anywhere. Many aspects of CapitalCENTRAL® 24/7 are fully customizable including the ability to link accounts outside of Heck Capital, privately track personal spending, utilize reports displaying financial considerations like net-worth, personal balance sheet, and asset allocation; use of a virtual vault to privately and securely store important documents, daily tracking of investment details, as well as many more ways to strengthen and simplify your financial affairs.

Welcome Gillian Lazzarini
Heck Capital is pleased to welcome Gillian Lazzarini to our team. Gillian is a Client Service Associate at Heck Capital; where, she assists in processing client requests, administrative duties, and client service. In addition, Gillian is responsible for front office activities in the Milwaukee office, including meeting and greeting clients on the phone and in person to enhance client service. Gillian is a graduate from Marquette University, where she earned a Bachelor of Arts Degree, with Honors, in International Affairs and Economics. Heck Capital is excited to have Gillian join our team and we look forward to her contributions.

Welcome Mike Bogard
Heck Capital is pleased to welcome Mike Bogard to our team. Mike is a Business Development and Client Relationship Associate. In this role, Mike works closely with the Client Service team and the Investment Advisors to deliver a comprehensive, high touch client experience. Mike’s responsibilities include establishing client relationships and developing business initiatives. Additionally, Mike helps coordinate all marketing, advertising, and publicity efforts at Heck Capital. Mike is a graduate from Grinnell College in Grinnell, IA where he earned a Bachelor of Arts Degree, with Honors, in Economics. During Mike’s student career, he was elected by his peers to co-manage the Student Endowment Investment Committee, which independently managed a sleeve of the College’s Endowment Fund. Mike joins Heck Capital after spending more than four years at Harris Associates in Chicago, IL. There, Mike contributed to the investment research, fund accounting, and trade coordination groups while working closely with the Portfolio Managers on the firm’s investment process. Mike recently passed Level II of the Chartered Financial Analyst (CFA) Program and is a 2017 Level III Candidate in the CFA Program. The CFA program is a globally recognized, graduate level curriculum that provides candidates with a strong foundation of portfolio management skills and practical knowledge in today's investment industry, emphasizing the highest ethical and professional standards. Heck Capital is excited to have Mike join our team and we look forward to his contributions.

Brad O'Loughlin passes Series 65 Uniform Investment Law Examination
Congratulations to Brad O'Loughlin, Financial Planning Associate, for passing the Series 65 Uniform Investment Law Examination in August 2016.

Welcome Brad O’Loughlin.
Heck Capital is pleased to welcome Brad O’Loughlin to our team. Brad is a Financial Planning Analyst at Heck Capital, and will assist in the implementation and management of CapitalCENTRAL®24/7. Brad is a graduate from University of Wisconsin-Madison, where he earned a Bachelor of Business Administration Degree in Finance, Investments, and Banking. He was chosen to participate in the Wealth Management and Financial Planning Program within the Wisconsin School of Business. The program provides students with the education requirements to sit for the Certified Financial Planner (CFP®) exam. As part of this program, Brad participated in financial planning case studies and creating and presenting financial plans. Brad joins Heck Capital with prior experience as a Fixed Income and Wealth Management Intern for Madison Investment Advisors in Madison, WI. Brad is a board member of the Balance and Believe Foundation, a charitable organization that raises money to donate to schools and other causes. Additionally, Brad recently passed the Series 65 Uniform Investment Law Examination in August, 2016. Heck Capital is excited to have Brad join our team and we look forward to his contributions.

Ben Opsal Passes Third Level of CFA Program
Congratulations to Ben Opsal, Investment Analyst, for passing the third level of the Chartered Financial Analyst (CFA) program in August 2016! The CFA program is a globally recognized, graduate level curriculum that provides candidates with a strong foundation of the real-world investment analysis and portfolio management skills and practical knowledge one needs in today’s investment industry. It also emphasizes the highest ethical and professional standards.

Ben was able to complete the CFA Program in the shortest time possible by passing all three exams in consecutive attempts. Well done, and congratulations Ben!

National Autism Awareness Month
Heck Capital proudly supported Autism Awareness month. Employees at Heck Capital sported blue on April 2nd as a kickoff to National Autism Awareness and the firm went all-out to support the awareness campaign, taking part in the “Light It Up Blue” effort where businesses light the outside of their building blue for the month. Heck Capital supported autism awareness by donating to the cause, while also encouraging to visit our website where we displayed a banner for others to donate as well. Thank you to everyone who donated to the cause. For more information on autism and to donate to the cause please visit autismspeaks.org.

Connor Showalter passes Series 65 Uniform Investment Law Examination
Congratulations to Connor Showalter, Investment Analyst, for passing the Series 65 Uniform Investment Law Examination in March 2016.

Bob Heck featured in "People Who Make a Difference" section of The Business News in February 2016
Heck Capital proudly recognizes Bob Heck for his well-known work in the Rhinelander community and the Rhinelander-Oneida County Airport.

Heck Capital ranked as a Top 150 Registered Investment Advisor of 2016
Heck Capital ranked as one of the Top 150 RIA firms by Financial Planning Magazine. Please see Methodology below.

Heck Capital ranked as a Top 100 Registered Investment Advisor of 2015
Heck Capital ranked as one of the Top 100 RIA firms by WealthManagement.com. Please see Methodology below.

Bob Heck - A 40 Year Legacy of Service to Rhinelander
​Heck Capital proudly recognizes Bob Heck for his 40 years of service to the Rhinelander community and the local airport as commissioner. Bob's mantra over the years has been that "airports build cities; cities don't build airports" and without Bob's drive and dedication for a better future for Rhinelander and Northern Wisconsin; this community would look quite different today.Read full article

Heck Capital Advisors participated in the American Cancer Society’s - Relay for Life
Heck Capital participated in the American Cancer Society’s – Relay for Life event on July 25th at Hodag Park in Rhinelander, WI. Heck Capital and employees supported the event by participating in the walk and donating to the cause.

Welcome Connor Showalter
Heck Capital is pleased to welcome Connor Showalter to our team. Connor is an Investment Analyst at Heck Capital. Connor will assist in investment performance examinations, reporting and analysis, and manager searches. In addition, Connor will assist Heck Capital’s Investment Advisory team in the research process. Connor is a graduate from Marquette University in Milwaukee, WI where he earned a Bachelor of Science Degree in Business Administration with emphasis in Finance. Also, during Connors student career, he was chosen by a committee of professionals to participate in the Applied Investment Management Program (AIM). This program offers hand selected students the opportunity to gain knowledge and experience in financial analysis, while actively investing and managing in domestic and international equity and fixed income portfolios. The AIM program was the first undergraduate business program selected as a Program Partner by the CFA Institute. This partnership designation means that Marquette University offers a degree program that covers at least 70 percent of the CFA Institute’s Program Candidate Body of Knowledge, the CFA Institute Ethical and Professional Standards, and other requirements. Connor joins Heck Capital with prior experience as a Manager Research Intern for Summit Strategies Group, an investment firm, in Clayton, MO. Connor received a Congressional Nomination for the Naval Academy, and was awarded a Marquette Ignatius Scholarship to pursue his education at Marquette University. He also continues to participate in the Marquette College of Business Mentor Program, and with the Marquette Investment Club. Heck Capital is excited to have Connor join our team and we look forward to his contributions.

Heck Capital Supports Autism Awareness
​Employees at Heck Capital sported blue on April 2nd as a kickoff to National Autism Awareness Month. The firm went all-out to support the awareness campaign, taking part in the “Light It Up Blue” effort where businesses light the outside of their building blue for the month. The rate of autism today is 1 in 68, according to autismspeaks.org, which is more than a 100% increase from ten years ago. Heck Capital supported autism awareness with blue all month long and donated to the cause, and hopes its example will inspire other businesses to take part next year.Read full article

Heck Capital ranked as a Top 100 RIA Firm & Top 50 Fastest Growing Firm of 2015
Heck Capital ranked as one of the Top 100 RIA Firms and one of the Top 50 Fastest Growing Firms by Financial Planning Magazine. Please see Methodology below.

Ben Opsal passes Series 65 Uniform Investment Law Examination
Congratulations to Ben Opsal, Investment Analyst, for passing the Series 65 Uniform Investment Law Examination in January 2015.

David Heck Presents at Inside ETFs Conference
David Heck presents at Inside ETFs conference in Hollywood, Florida on January 28, 2015. This conference brings together leading advisors to discuss best practices and sophisticated approaches for ETFs. Heck’s contribution to the conference highlighted U.S. Market overviews within the risk / reward sector as well as the U.S. dollar impact of domestic versus foreign markets.

Welcome Otona Lavender
Heck Capital is pleased to welcome Otona Lavender. Otona is a Client Service Associate at Heck Capital. Otona assists in all client service responsibilities including client requests, administrative duties, and client service. In addition, Otona assists in the operations process including working with the client custodians for client assistance. A graduate from Nicolet Technical College, Otona earned an Associates degree of Applied Science in Administrative Assistance, and will complete her Bachelor degree in Business Administration from the University of Wisconsin - Green Bay in December 2014.

Welcome Ben Opsal
Heck Capital is pleased to welcome Ben Opsal. Ben is an Investment Analyst at Heck Capital. He assists in investment performance examinations, reporting and analysis, and manager searches. In addition, Ben assists in the research process. A graduate from Minnesota State University, Ben earned a Bachelor of Finance with an emphasis in Investment Analysis, a minor in Business Administration, and a minor in Accounting, all while graduating Summa Cum Laude.

Welcome Shannon Nelson
Heck Capital is pleased to welcome Shannon Nelson. Shannon is a Client Service Associate at Heck Capital. Shannon assists in all client service responsibilities including client requests, administrative duties, and client service. In addition, Shannon assists in the communication process including marketing and client presentations. A graduate from the University of Wisconsin - Milwaukee, Shannon earned a Bachelor degree in Business Administration with an emphasis in Marketing.

Heck Capital Advisors ranked as a Top 100 RIA Firm of 2014
Heck Capital was recently ranked as one of the Top 100 RIA Firms by WealthManagement.com. Please see Methodology below.

Heck Capital Advisors ranked as a Top 100 RIA Firm & Top 50 Fastest Growing Firm of 2014
Heck Capital ranked as one of the Top 100 RIA Firms and one of the Top 50 Fastest Growing Firms by Financial Planning Magazine. Please see Methodology below.

Heck Capital Advisors was featured in the Northwoods Commerce Magazine.
Heck Capital was featured on the cover of the Northwoods Commerce Magazine in the August/September 2014 edition. This article featured Heck Capital as a locally based firm with smalltown values while achieving national recognition. Bob, Ken, and David discussed family business and the importance of contributing to the community.Read full article

Heck Capital announces new website enhancements
We are excited to announce new enhancements to our website, our CapitalCENTRAL® Retirement Calculator and our new CapitalCENTRAL® tab. We encourage our visitors to utilize our retirement calculator and also view how CapitalCENTRAL® can centralize your life. If you have any questions regarding our enhancements, please do not hesitate to contact us.

Heck Capital ranked as a Top 100 U.S. Independent Advisory Firm of 2013
Heck Capital was ranked as one of the Top 100 U.S. Independent Advisory Firms of 2013 by Financial Advisors Magazine. Please see Methodology below.

Heck Capital ranked as a Top 50 Wealth Manager of 2013
Heck Capital was ranked as one of the Top 50 Wealth Managers in Forbes 2013 April edition. The Forbes article highlights three areas of the Registered Investment Advisory (RIA) space, “The Biggest, Fastest Growing, And Emerging Talent". Please see Methodology below.

Pam Bishop Receives Certificate in Performance Measurement Designation
Pam Bishop, Director of Analytics, has earned the Certificate in Investment Performance Measurement (CIPM) professional designation from the Chartered Financial Analysts (CFA) Institute. The CIPM is the premier mark of distinction for professionals seeking to increase their mastery of performance measurement principles.Read full article

Robert Heck Attends Barron's: The Art of Successful Investing Conference
Robert Heck attended Barron’s annual Art of Successful Investing conference held October 22, 2012 in New York. The event featured some of the world’s most informed, most influential investors who provided their perspectives on the market and best investment ideas and strategies.

David Heck Presents at Inside Fixed Income
David Heck presented at the Inside Fixed Income conference in Newport Beach, California on September 20, 2012. Inside Fixed Income is presented by Index Universe and brings together leading advisors to discuss sophisticated approaches for indexing and fixed income portfolios. Heck’s contribution to the conference highlighted best practices and provided continuing education for Advisors from across the country on the fixed income market and investing in proper fixed income strategies. The conference is CIMA and CFP Board approved.

Heck Capital ranked as a Top 100 Wealth Management Firm of 2012
Heck Capital was recently ranked as one of the Top 100 U.S. Independent Advisory Wealth Management Firms of 2012 by Advisor One. Please see Methodology below.

Nils Dillon Receives Certificate in Performance Measurement Designation
Nils Dillon, Investment Performance Analyst, has earned the Certificate in Investment Performance Measurement (CIPM) professional designation from the Chartered Financial Analysts (CFA) Institute. The CIPM is the premier mark of distinction for professionals seeking to increase their mastery of performance measurement principles.Read full article

Robert Heck Provides Bond Insights in Barron’s Magazine
Robert Heck provides recommendations on bond strategy in "The Great Bond Conundrum" in the April 14, 2012 issue of Barron’s magazine. Heck is cited as a top advisor and offers recommendations for optimal yield.Read full article

Heck Capital Nominated for Wisconsin Family Business of the Year
Heck Capital Advisors has been nominated for the Wisconsin Family Business of the Year Award. Criteria include contribution to community and industry, how family values influence business, business performance, innovation and more.

David Heck Presents at Barron's Top Independent Advisors Summit
David Heck presented at the Winner’s Circle Top Independent Advisors Summit hosted by Barron’s magazine in Phoenix, Arizona on March 22, 2012. Heck was invited by Barron’s magazine to present Heck Capital Advisors' insights to some of the nation's top advisors. His presentation, Current Yield: The State of the Fixed Income Market, highlighted fixed income strategies in the low yield environment. Read full article

Robert Heck Named one of America's Top Financial Advisors of 2012
Robert Heck was recently named one of the Top 100 financial advisors in the country for 2012 and will be profiled in "Americas Top Financial Advisors of 2012" book due out this month. Please see Methodology below.Read full article

Heck Capital ranked as a Top 100 U.S. Independent Advisory Firm of 2012

Heck Capital was ranked as one of the Top 100 U.S. Independent Advisory Firms of 2012 by Financial Advisors Magazine. Please see Methodology below.

Donna Blamberg Receives Compliance Certificate
Donna Blamberg recently completed the Investment Adviser Core Compliance Training Program, receiving a Certificate of Achievement. The compliance education program is co-sponsored by the Investment Adviser Association (IAA) and NRS Education. The Investment Adviser Core Compliance Training Program provides essential training on the Investment Advisers Act, ethics and disclosure. It also includes a rigorous review of compliance policies and procedures and professional compliance standards.

Research Magazine selected The Heck Group as a "Top-Ranked Family Advisor Team in America" in 2005 and 2006. Firms awarded were ranked based on assets under management and advisement.http://www.thinkadvisor.com/research-magazine

Financial Advisors Magazine selected Heck Capital Advisors as being in the "Top 100 of U.S. Independent Advisory Firms" ranked by total assets for 2009 / 2010 / 2011 / 2012 / 2013 / 2017. Firms awarded were ranked based on discretionary and non-discretionary assets under management reported on Form ADV.http://www.fa-mag.com/

America’s Top Financial Advisors by Conquest Press, LLC selected Robert Heck of Heck Capital Advisors as a "Top Advisor for 2012". This award required a rigorous proprietary screening process that consisted of eight components: assets under management, number of clients served, educational background and professional designations held, client impact (how the financial advisor made a positive difference for their clients), giving back (charitable and philanthropic endeavors, a regulatory background check, and a 30 minute personal interview. Over 2,000 financial advisors from across the United States were invited to apply for acceptance of this award/to be published in this book. Ultimately, only 100 financial advisors received acceptance.

Advisor One selected Heck Capital Advisors as a "Top 100 of U.S. Independent Advisory Firms" ranked in 2012. Firms awarded were ranked based by total assets under management, along with various other measures, including average AUM per client.http://www.thinkadvisor.com/tag/2012-Top-Wealth-Managers

Forbes.com ranked Heck Capital Advisors as one of the "Top 50 Wealth Managers" for 2013. Firms awarded were ranked based on their growth in total assets under management as well as on quantitative and qualitative factors including at least 50% of their clients as high-net-worth individuals and 50% of their clients non-high-net-worth individuals. Additionally, qualified advisors must offer services including portfolio management services, asset allocation, manager selection and/or financial planning services.http://www.forbes.com/special-report/2013/top-50-wealth-managers.html

Wealth Management.com selected Heck Capital Advisors as being in the "Top 100 Investment Advisory Firms" for 2014 / 2015. Advisory firms are ranked by total assets under management. To land on the list, firms had to have at least 10 percent high-net-worth clients and at least 10 percent non- high-net-worth clients for whom they do financial planning. None of the RIAs on this list operates a broker/dealer or bank, or is affiliated with an investment company. None of the firms are owned by banks. Finally, institutional clients do not make up a substantial portion of their businesses. High-net-worth clients are defined as those with at least $1 million with the reporting advisor and/or $2 million in total net worth.http://wealthmanagement.com/research/top-100-rias-2014.